American Asset Management Group Inc.

American Asset Management Group Inc. (CRD# 105099) is a financial advisory firm headquartered in Rockville, MD. They manage $57,000,000 in 121 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
50 West Montgomery Ave., Suite 110, Rockville, MD 20850
http://www.aamg.com
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $471,074
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, MD, PA, VA

Financial Advisors at American Asset Management Group Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Gordon Lamb, financial advisor Rockville MD
Gordon B. Lamb
CRD#: 300956
50 West Montgomery Avenue, Suite 110, Rockville, MD 20850
93
Wealthminder
score

Gordon Lamb (CRD# 300956) is an Investment Advisor Representative working at American Asset Management Group Inc. in Rockville, MD and has over 24 years of experience in the finance industry.

2
Noreen Miyake-Char, financial advisor Rockville MD
Noreen S. Miyake-Char
CRD#: 5139859
50 West Montgomery Ave., Suite 110, Rockville, MD 20850
93
Wealthminder
score

Noreen Miyake-Char (CRD# 5139859) is an Investment Advisor Representative working at American Asset Management Group Inc. in Rockville, MD and has over 11 years of experience in the finance industry.

3
Carl Perthel, financial advisor Rockville MD
Carl C. Perthel
CRD#: 1768509
50 West Montgomery Ave., Suite 110, Rockville, MD 20850
93
Wealthminder
score

Carl Perthel (CRD# 1768509) is an Investment Advisor Representative working at American Asset Management Group Inc. in Rockville, MD and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals